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Panel 1 – Starting Effective Investor Education Programmes

Panel 1 – Starting Effective Investor Education Programmes. IFIE International Conference Washington Monday, 2 nd March 2009. The Objectives of ANBID.

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Panel 1 – Starting Effective Investor Education Programmes

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  1. Panel 1 – Starting Effective Investor Education Programmes IFIE International Conference Washington Monday, 2nd March 2009.

  2. The Objectives of ANBID ANBID – National Association of Investment Banks is the principal representative of the financial institutions operating in the Brazilian capital markets ANBID’s objective – strengthen the capital markets as an instrument for fostering Brazilian development Areas: History:

  3. Funding of Education Initiatives Started in 2002 – ANBID’s Board decided to allocate part of the budget to develop educational programs 2003 – Self-regulation settlement raised US$ 750,000 (R$ 1.75 million) with the compromise to invest in Investors Education programs • 1st project: launch a website, brochures and broadcast radio programs After 2005 – All fines, settlements and moneys raised under ANBID’s Self Regulation activities revert to Investors Education initiatives • Projects: develop the website, brochures and academic studies

  4. “How to Invest?”- the creation of a brand Como Investir?: ANBID’s brand to promote Investors Education programmes through the delivery channels: website and brochures Initially developed one logo and the brand Defined the target audience: new investors, youth, university students Hired seasoned marketing professionals to develop the web site and brochures Hired products specialists and personal financial planners to write the content of the website and brochures

  5. “How to Invest?”- the creation of a brand Como Investir?: ANBID’s brand to promote Investors Education programmes

  6. Investors Education - Website www.comoinvestir.com.br The website mission is to become a benchmark by offering the most comprehensive and didactic information on the various investment alternatives in Brazil, such as mutual and hedge funds, equities, debentures, private and public bonds as well as highlighting the importance of financial planning. This website was developed and funded by ANBID.

  7. Investors Education - Website www.comoinvestir.com.br • Contribute for the Investors Education encouraging a better understanding of investment characteristics; • Demystify that investing is complex and equipping consumers with unbiased and free investment information; • Disseminate knowledge of the mechanism to be used in households budgets; • Areas: Personal Finance, Mutual Funds, Equities, Debentures and Market News; • “Contact us” area for solving additional problems.

  8. “How to Invest?”- Investors and Students Guides Investors Guide: launched May 2005 • brochures distributed: 200,000 • distribution: partnership with financial institutions and specialized magazines Students Guide: launched May 2006 • brochures distributed: 30,000 • distribution: through Universities and events for students

  9. “How to Invest?”- Investors and Students Guides Como Investir?: ANBID’s brand to promote Investors Education programmes • Language easy to understand for ordinary people

  10. Financial Education – others initiatives • Courses • Developed in partnership with renowned learning centers, with high quality standards for market professionals as well as introductory courses for the public at large • Awards for Master and Doctorate students since 2005 • Aims to stimulate academic studies and projects in the Brazilian capital markets for students in Administration, Economics and Law • Website: www.premioanbid.com.br

  11. Challenges Obtaining industry organization partners 1. National Strategy for Financial Literacy – Government initiative coordinated by the Brazilian Securities Commission (CVM) • ANBID is the writer of National Strategy for Financial Literacy – Investments Chapter with the cooperation of others entities 2. CVM Education Committee started in 2005: ANBID participates along with 5 associations and 1 company (BM&FBovespa)

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